Delete or Void a Claim or Receipt

20Aug

Delete or Void a Claim or Receipt

By Expense Claims 0 Comments

Delete an Expense Claim 

If your expense claim has an awaiting approval status or has not been submitted for approval, then you can delete it.  

  1. In the Account menu, select Expense Claims. 
  1. Select the Draft or Awaiting Approval status tab. 
  1. Find and open the expense claim you want to delete. 
  1. Click on the Expense Claim Options dropdown button and select the Delete option. 
  1. Click Ok to confirm. 

Void an Expense Claim 

  1. In the Account menu, select Expense Claims. 
  1. Select the Awaiting Payment status tab. 
  1. Find and open the Expense Claim you want to Void. 
  1. Click on the Expense Claim Options dropdown button and select the Void option. 
  1. Click Ok to confirm. 

Share this post

Author

Leave a Reply

Your email address will not be published.

 

 

Related Posts

10Aug

Approve or Reject Expense Claims

If you are the owner then Clickentry allows you to view, approve or decline expense claims. You can leave a message while... read more

20Aug

Submit an Expense Claim for Approval

After entering and saving your expense receipt you can choose what receipts to submit. A receipt remains on the... read more

20Aug

Copy Expense Claim

If you want to reuse the expense claim then you can copy it to a new expense claim.  In the Account menu,... read more

20Aug

View and Edit Expense Claims

In the Account menu, select Expense Claims.  Select the Draft tab.  Find and open the expense receipt that you want to view or edit.  Click on the Expense... read more

20Aug

Add Due Date to Expense Claim

In Clickentry, you can add due date only after approval of the Expense Claim.  In the Account menu, select Expense Claims.  Select the Awaiting Payment tab.  Find and... read more

20Aug

Set up an Expense

Set up an Expense  In the Account menu, select Expense Claims.  Click on Create Expense Claim button.  Update the expense claim fields.  Depending on the user role,... read more